Buying a mutual fund is like buying a small slice of a pizza. The owner of a mutual fund unit gets a proportional share of the fund’s gains, losses, income and expenses. Generally, mutual funds are acknowledged as an investment option providing low risk and moderate returns. Mutual Funds are liquid in nature and are easy to sell. They are registered with SEBI and hence, well-regulated.
Mutual funds offer a wide bouquet of investment options to investors – equity schemes, fixed income schemes, money market schemes, hybrid schemes, Exchange Traded Funds (ETF) etc. But, this choice, running into hundreds of mutual fund schemes in each category, can be mindboggling. Investors want to spend the least time, experience zero hassle, and generate relatively secure returns when they are investing through mutual funds.
Acknowledging this need, at CSB, we take an approach to mutual fund investing, which is unique in three ways. One, it is customized to the risk appetite and investment needs of the investor. Two, our experienced analysts are continuously identifying hidden, below-the-radar investment opportunities which can provide higher returns. And, three, we evaluate mutual funds going beyond the conventional metrics of NAV-based total returns to provide a 360-degree view of fund performance.